关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1、 2025年中国汽车出口832万辆 同比增长30% 2025年中国汽车出口832万辆，同比增长30%； 新款BJ40增程赤兔版上市，售价27.98万元； 通用汽车2025年营收1850亿美元，同比下滑1.3%； 宝马更换全新车标； 售价27.98万元 1月27日，新款北京越野BJ40增程赤兔标准版上市，售价27.98万元。 外观方面，新车为BJ40的 原厂改装版本，采用 火焰红定制车漆和专属拉花，并提供扩充版轮眉和铝合金脚踏，配备高进气涉水喉、全地形轮胎、侧挂包、车 顶平台等同时还有原厂拖挂资质。尺寸方面，新车长宽高分别为4861/2065/2110mm，轴距2760mm，定位紧凑型SUV。 内饰方面，新车与现款保持一致， 配备液晶仪表盘和中控副驾双联屏，下方提供一排实体按键，采用电子换挡杆。 2025年，中国汽车出口832万辆，同比2024年增长30%；其中新能源车出口343万辆，同比增长70%。 中国汽车出口量不断增长 ...

【文/观察者网 潘昱辰 编辑/高莘】针对有关通用汽车将别克SUV生产线迁至美国的传言，通用汽车中国对观察者网表示，这项措施旨在巩固通用汽车在美 国服务于本土客户的制造体系，并不改变通用汽车对中国市场的长期投入。通用汽车在中国的合资企业作为全球业务的重要组成部分，将一如既往地为中国 消费者及出口市场提供产品和服务。 此前据路透社报道，通用汽车1月22日表示，将停止在中国生产中型SUV别克昂科威，并将别克SUV车型的生产由中国转移到美国。通用汽车表示，这一决 定进一步强化了通用汽车在美国国内的制造足迹，并支持了美国的就业机会。通用汽车中国对观察者网表示，目前在中国市场销售的别克昂科威车型将继续 在华生产。他们同时强调，转移的是产能，不是生产线，并且是从下一代的SUV开始。 而在特朗普二次上台以来，美国对进口汽车征收的关税进一步增加，迫使通用汽车重新考虑全球产能规划。 上汽通用武汉工厂 路透社 2025年，通用汽车宣布将雪佛兰SUV车型探界者的生产从墨西哥转移到通用汽车位于堪萨斯城的工厂，并从2027年开始生产。目前，该工厂正限量生产纯电 动车型雪佛兰Bolt，当Bolt的生产结束时，通用汽车将对工厂进行改造，未来 ...

Sales Performance - The total sales for the last month were 65 vehicles, with 15 units of the 10 EM-P sold [3] - The most popular configurations were the 240Ultra and 120Ultra versions, each accounting for 50% of sales, while the most common color was black, making up 40% of the sales [3] - The 240 four-wheel drive sports version struggled to sell, averaging less than one unit per month due to its perceived low cost-performance ratio [3] Customer Demographics - The majority of buyers are male, with about 70% being new families preparing for or recently having children, balancing personal preferences with family needs [5] - Customers often compare the 10 EM-P with models like BYD Han L and Chery Fengyun A9L, with 40% of customers considering the latter due to its more conservative design [9] Competitive Analysis - Customers are particularly focused on electric range and comfort features when comparing competitors [13] - The 10 EM-P is often compared to the Buick Zhijing L7, with some customers favoring the latter for its longer electric range and perceived comfort [13] Pricing and Discounts - In January, the maximum discount offered was 12,000 yuan, which included an 8,000 yuan purchase tax subsidy and additional insurance and holiday bonuses [15] - The financial loan options available include a 5-year plan with a 0% interest rate for the first two years [17] Customer Feedback - Some customers expressed regret for not opting for the 240 km range version, finding the 120 km range inconvenient [18] - Feedback indicated that the engine noise becomes noticeable when the battery is low, and the "sentinel mode" consumes a significant amount of battery [19] Maintenance Costs - Engine maintenance is required annually or every 10,000 km, costing approximately 800 yuan per service, while the three-electric system maintenance is primarily for inspection, costing around 100 yuan [21] Additional Incentives - Special purchase subsidies are available for certain professions, including education, healthcare, and military personnel, with an additional 2,000 yuan discount for eligible buyers [22][23]

Core Insights - In 2025, SAIC Motor Corporation achieved a total vehicle sales of 4.507 million units, representing a year-on-year growth of 12.3%, with a healthy market supply-demand structure [1] - The company's revenue for the first three quarters reached 468.99 billion yuan, and net profit attributable to shareholders was 8.101 billion yuan, reflecting year-on-year increases of 9% and 17.3% respectively [1] - The shift towards self-owned brands is evident, with self-owned brand sales reaching 2.928 million units, a 21.6% increase, and their share of total sales rising from 60% in 2024 to 65% in 2025 [1][2] Business Structure and Performance - The growth of self-owned brands is driven by a collaborative effort across the entire brand matrix, with significant increases in sales for the Roewe and MG brands, which saw domestic sales rise by 245.3% [2] - The high-end brand, Zhiji Auto, achieved sales of 81,000 units, a growth of 23.68%, with the LS6 model becoming a representative product in the 200,000 yuan intelligent SUV market [2] - SAIC-GM-Wuling maintained a solid market presence with sales of 1.635 million units, and its new energy vehicles surpassed 1 million units for the first time [2] Overseas Market Expansion - In 2025, SAIC's overseas sales reached 1.071 million units, a year-on-year increase of 3.1%, with self-owned brands accounting for 75% of this figure [3] - The company has established a comprehensive strategy of "local R&D + local production + local operation," with factories in Thailand and Indonesia steadily releasing a combined capacity of 500,000 units per year [3] Technological and Systematic Transformation - The growth in key metrics is attributed to long-term investments in R&D, with over 150 billion yuan invested in electric and intelligent technology, resulting in nearly 26,000 effective patents [3][4] - The MG4 semi-solid state version has achieved over 75,000 orders, while the Zhiji LS9 boasts a record range of 1,508 kilometers [4] - The company has enhanced its core component capabilities through strategic investments exceeding 18 billion yuan, focusing on critical supply chain segments [4] Systemic Changes and Future Outlook - SAIC has restructured its passenger vehicle segment to enhance market responsiveness, leading to successful launches of new models [5][6] - The company aims to strengthen its domestic market base, expand globally, and build core competitive advantages through ongoing technological advancements and local production capacity [6]

Core Insights - SAIC Motor Corporation achieved a vehicle sales volume of 4.507 million units in 2025, marking a 12.3% year-on-year increase, with retail sales reaching 4.67 million units, maintaining its leading position in the domestic industry [1] - The company has initiated a comprehensive reform journey, focusing on core business, optimizing structure, and integrating resources, which has led to significant improvements in overall performance and brand image [1][2] - The company is set to welcome its 100 millionth user in 2026, marking a significant milestone in its new phase of development [1] Sales Performance - SAIC's self-owned brands demonstrated strong momentum in 2025, with total sales reaching 2.928 million units, a 21.6% increase, accounting for 65% of the group's overall sales, up 5 percentage points from 2024 [2] - The passenger vehicle segment achieved sales of 887,000 units, a 25.4% increase, while the Zhiji brand surpassed 81,000 units, growing by 23.7% [3] Financial Results - In Q3, SAIC reported total revenue of 169.4 billion yuan, a 16.2% increase, and a net profit attributable to shareholders of 2.08 billion yuan, up 644.9% [3] - For the first three quarters, total revenue reached 468.99 billion yuan, a 9% increase, with net profit totaling 8.1 billion yuan, a 17.3% increase [3] Product Development and Technology - SAIC's new models, such as the Shangjie H5 and MG4, have achieved significant sales milestones, driven by differentiated technology rather than price competition [3][5] - The company has invested over 150 billion yuan in electrification and intelligence, holding nearly 26,000 effective patents [5][6] Strategic Investments - Since 2021, SAIC has invested over 18 billion yuan in various tech companies, focusing on AI and high-end manufacturing, enhancing its innovation capabilities [7] - This investment strategy has created a resilient and forward-looking ecosystem, enabling SAIC to integrate top industry innovations [7] International Expansion - In 2025, SAIC's overseas vehicle sales reached 1.071 million units, a 3.1% increase, with the MG brand achieving over 300,000 units in Europe [8][9] - The company has established a comprehensive overseas strategy, including R&D, manufacturing bases, and logistics, enhancing its competitive edge in global markets [8][9] Glocal Strategy - SAIC's "Glocal 3.0" strategy emphasizes global thinking and local action, transitioning from scale expansion to value creation [9] - The company plans to launch 17 new overseas models in the next three years, covering various technology routes to meet diverse market demands [9]

Core Insights - In 2025, SAIC Motor Corporation achieved vehicle sales of 4.507 million units, a year-on-year increase of 12.3%, with retail sales reaching 4.67 million units, maintaining its leading position in the domestic industry [1] - The company has initiated comprehensive reforms, focusing on core business, optimizing structure, and integrating resources, which have led to significant improvements in overall performance and brand image [1] - SAIC is set to welcome its 100 millionth user in 2026, marking a significant milestone in its new phase of development [1] Sales Performance - SAIC's self-owned brands demonstrated strong momentum in 2025, with total sales reaching 2.928 million units, a year-on-year increase of 21.6%, accounting for 65% of the group's total sales, up 5 percentage points from 2024 [2] - The passenger vehicle segment achieved sales of 887,000 units, a 25.4% increase, while the Zhiji brand surpassed 81,000 units, growing by 23.7% [4] Financial Results - In Q3, SAIC reported total revenue of 169.4 billion yuan, a 16.2% increase, and a net profit attributable to shareholders of 2.08 billion yuan, up 644.9% [4] - For the first three quarters, total revenue reached 468.99 billion yuan, a 9% increase, with net profit totaling 8.1 billion yuan, a 17.3% increase [4] Technological Advancements - SAIC's new energy vehicle sales reached 1.643 million units in 2025, a 33.1% increase, driven by a strong commitment to technology and user-centric design [5] - The company has invested over 150 billion yuan in electrification and intelligence, holding nearly 26,000 effective patents [5] Strategic Collaborations - SAIC's partnerships with international automakers like Volkswagen and Audi have entered a new phase characterized by technology sharing and joint development [6] - The company plans to launch multiple new models in 2026, including an extended-range SUV and a pure electric SUV, enhancing its product lineup [6] Global Expansion - In 2025, SAIC's overseas vehicle sales reached 1.071 million units, a 3.1% increase, with the MG brand achieving over 300,000 units in Europe [8] - The company has established a comprehensive overseas strategy, including R&D centers and manufacturing bases in various countries, enhancing its global operational capabilities [8][9] Future Outlook - SAIC's "Glocal 3.0" strategy emphasizes global thinking and local action, transitioning from scale expansion to value creation [9] - The company plans to introduce 17 new overseas models in the next three years, covering various technology routes to meet diverse market demands [9]

Core Insights - The domestic automotive market in 2025 is experiencing a surge in new vehicle launches, with a focus on both independent new energy brands and joint venture luxury brands, offering a wide range of options for consumers [1] Sedan Segment - The Yangwang U7, a flagship sedan from Yangwang Auto, boasts over 1300 horsepower and a 0-100 km/h acceleration time of 2.9 seconds, featuring advanced driving capabilities [2] - Dongfeng Nissan N7 is positioned as a high-comfort mid-range electric sedan, equipped with AI zero-pressure cloud blanket seats and various comfort features [5] - The Jianghuai Auto and Huawei collaboration has produced the luxury flagship sedan, ZunJie S800, which integrates advanced design and technology, including a high-density 800V electric platform [8] - The Audi A5L, based on the new PPC luxury fuel platform, enhances performance and luxury through advanced design and engine technology [12] - Buick's Zhijing L7, the first flagship sedan from its high-end new energy brand, features the "True Dragon" range extender technology and advanced driving assistance systems [13] SUV Segment - The all-new BMW X3 long-wheelbase version offers enhanced space and comfort, with a new powertrain and advanced driver assistance features [21] - GAC Toyota's Platinum 3X is designed based on Chinese consumer needs, featuring advanced intelligent driving capabilities and multiple battery options [24] - The AITO M8 is positioned as a family-oriented flagship SUV, equipped with Huawei's advanced technologies and spacious interior [25] - The new ES8 from NIO is a large electric SUV with upgraded dimensions and configurations, featuring a high-voltage platform and significant power output [34] MPV Segment - The 2026 BYD Xia is designed for family users, featuring a unique design and advanced hybrid system with impressive range capabilities [36] - The Xiaomi X9 Super Range Extender is a versatile 7-seat MPV with fast charging capabilities and a luxurious interior [40] - Buick's Zhijing Shijia is a high-end smart MPV with advanced driving assistance systems and a powerful hybrid powertrain [42]

Core Insights - The global automotive industry is undergoing a significant transformation centered on intelligence and electrification, driven by a new wave of technological revolution and industrial change, leading to a shift towards high-quality development focused on technology-driven, ecological collaboration, and green low-carbon initiatives [2] - SAIC Motor Corporation aims to deepen reforms by 2025, with a core value of "understanding cars better and understanding you better," establishing a comprehensive development ecosystem that promotes synergy among brand, technology, product, and market [2] Technological Innovation - The core achievement of the reforms is a systematic breakthrough in technological innovation, with SAIC abandoning fragmented R&D models to create a three-dimensional technology framework labeled "Smart Brain," "Robust Body," and "Powerful Heart," investing over 150 billion yuan in electric and intelligent fields, and accumulating nearly 25,000 effective patents [3] - "Smart Brain" focuses on intelligent driving and interactive experience, achieving 300,000 orders for the Robotaxi service and launching various intelligent cockpit applications [4] - "Robust Body" emphasizes safety and control optimization, introducing an integrated intelligent safety system and a second-generation digital chassis that enhances safety performance by over 20% compared to industry standards [4] - "Powerful Heart" targets breakthroughs in power efficiency and driving range, with a hybrid engine achieving a thermal efficiency of 46.3% and a super range system providing a pure electric range of 450 km [4] User-Centric Approach - In a market characterized by stock competition, SAIC integrates the core concept of "understanding cars better and understanding you better" throughout its operations, transitioning from a manufacturer to a user partner [6] - By 2025, SAIC will refresh its brand identity and position itself as a "partner brand with technology and warmth," while also launching initiatives to resonate with users' experiences [6] - Product upgrades are closely aligned with user needs, featuring thoughtful configurations and establishing efficient user feedback mechanisms to drive product iteration [6] Product Matrix and Market Performance - The integration of technological innovation and user demand has led to a surge in SAIC's product matrix, with multiple new models launching successfully by 2025 [7] - The autonomous segment has seen significant success, with the flagship model, the Zhiji LS9, achieving over 5,000 orders in 25 minutes, and the MG4 model accumulating over 60,000 pre-orders [8] - The company has also seen strong performance in the joint venture segment, with models like the SAIC Audi E5 and Buick models achieving rapid order milestones [8] Financial Growth and Market Position - The multi-dimensional collaboration of technology, users, and products has translated into tangible market performance, with SAIC's vehicle sales reaching 4.108 million units in the first 11 months of 2025, a year-on-year increase of 16.4% [9] - Sales of SAIC's self-owned brands reached 2.666 million units, up 25.7%, while new energy vehicle sales grew by 38.8% [9] - The net profit attributable to shareholders reached 2.08 billion yuan, a year-on-year increase of 644.9%, indicating a strong financial position amid industry challenges [9][10]

Core Insights - The 13th Xuanyuan Annual Awards were held in Beijing on December 20, where the "China Car of the Year 2025" and other significant awards were announced, with the Zeekr 9X winning the "China Car of the Year" title [2] - The event highlighted the increasing competition in the automotive industry, emphasizing the need for reliable purchasing references for consumers amid fierce price wars and product homogenization [8] Group 1: Award Winners - The Zeekr 9X was awarded "China Car of the Year," while the AITO M8, Haval M817, Xpeng P7, and Li Auto i6 were among the top ten models recognized as "Best Cars of the Year" [2] - Other notable awards included the "Best Design" awarded to the new Xpeng P7, Haval M817, and Firefly, while Wang Tan from Xpeng's design center was named "Car Designer of the Year" [5][8] Group 2: Evaluation Process - A total of 40 vehicles participated in the awards, evaluated by five professional teams over two weeks, with results sealed by Ernst & Young until the award ceremony [8] - The evaluation focused on dynamic performance, intelligent cockpit features, and advanced driver assistance systems, indicating significant advancements in mid-range models [8]

Core Insights - SAIC-GM's Ultium Super Factory has been recognized as a "2025 Excellent Intelligent Factory" by multiple government bodies, marking a significant achievement in smart manufacturing and digital transformation [1][3] Group 1: Factory Recognition - The Ultium Super Factory was awarded for its advanced manufacturing technologies across five dimensions: factory construction, R&D design, production operations, production management, and operational management [3] - The unveiling ceremony for the "Excellent Intelligent Factory" took place at SAIC-GM's Shanghai Jinqiao base, highlighting the company's leadership in smart manufacturing practices [1] Group 2: Technological Integration - The factory utilizes "AI + manufacturing" as a driving force, integrating cutting-edge technologies such as embodied intelligence, large model applications, digital twins, virtual simulations, and digital integration development [5] - This comprehensive digital process significantly shortens product development cycles and enhances manufacturing efficiency and order fulfillment capabilities [5] Group 3: Quality Control - An AI quality assurance system has been established, covering the entire process to ensure precision in identifying millimeter-level defects on component surfaces [6] - The factory employs a full lifecycle quality traceability system, managing thousands of quality data points for each battery pack, ensuring stable equipment operation and product consistency [6] Group 4: Product Development - The Ultium Super Factory produces the Buick high-end electric sub-brand "Zhijing" models, including the "Zhenlong" range extender system and the "Zhenlong" plug-in hybrid Pro, both of which are equipped with the Ultium multi-drive system [6][8] - Advanced manufacturing processes contribute to the high safety and performance of Ultium battery packs, ensuring high consistency in the delivered battery systems [6] Group 5: Market Impact - The Buick Zhijing L7 has become a preferred choice for luxury smart travel among new-generation young families since its launch, showcasing strong product capabilities [9] - The recently launched Zhijing family flagship MPV aims to provide high-quality intelligent travel experiences, contributing to the steady upgrade of the MPV market towards smart electric vehicles [9]